Sponsor Manual

SPONSOR MANUAL

for the

2004 Highland Capital Conference

September 27-29, 2004

Westin Riverwalk

San Antonio, Texas

TABLE OF CONTENTS
ITEM / PAGE #
PROGRAM OVERVIEW / 2
IMPORTANT DATES / 3
GENERAL CONFERENCE MEETING INFORMATION / 3 – 4
• Purpose of Meeting
• Attendee Profile
• Program
• Networking Opportunities
• Dine Around
• Displays
• Evaluations
• Emergency Information
• Accommodations
• Expenses
• Available Discounts
DISPLAY INFORMATION / 5
• Items Provided
• Shipping Instructions
• Key Contacts
• Additional Services Available
CONFERENCE BOOKLET (AD) REQUIREMENTS / 6
• Ad Specifications
• Additional Instructions
• Shipping
SPONSOR REQUIREMENT FORM / 7
ATTENDEE REGISTRATION FORM / 8

PROGRAM OVERVIEW

Monday, September 27

7:00 am – 11:00 amSponsor Set-Up

11:00 am – 2:00 pmRegistration

2:00 pm – 5:00 pmWelcome & General Sessions

5:00 pm – 5:50 pmOpening Speaker

6:00 pm – 9:00 pmPlatinum Sponsor Opening Reception and Dinner

Tuesday, September 28

7:00 am – 7:45 amBreakfast with the Sponsors

7:50 am – 8:00 amGeneral Sessions

9:00 am – 11:55 amBreakout Sessions

9:00 am – 11:00 amSpouse Activity

11:55 am – 1:30 pmLunch

1:30 pm – 4:30 pmBreakout Sessions

6:30 pm - 9:30 pmOffsite Reception & Dinner

Wednesday, September 29th

7:30 am – 9:30 amHighland Capital Principals’ Breakfast (By Invitation Only)

7:30 am – 8:30 amBreakfast with the Sponsors

10:00 am – 11:00 amGeneral Sessions

11:00 am – 12:00noonClosing Session

12:00 pm – 1:30 pmTransfers to Golf Tournament w/ Boxed Lunches for Golfers

1:30 pm – 6:00 pmGolf Tournament
Sponsor Display Breakdown

7:30 pm – 9:30 pmCarrier Hosted Dine Around

Thursday, September 30th

8:00 pm – 10:00 pmSponsor Breakdown (tentative)

IMPORTANT DATES
ITEM / DEADLINE
1. Attendee Registration / August 13, 2004
2. Display Space Reservation / August 13, 2004
3. Full Page, Color Ad Deadline (no extensions) / August 13, 2004
4. Logo Deadline / ASAP
5. Earliest Arrival Date for Display Materials / 3 days prior to your arrival
CONFERENCE INFORMATION
Purpose
This meeting serves as the annual sales meeting for Highland Capital Holding Corporation and is an opportunity for retail and brokerage offices to come together and build synergy across the network and with key partner relationships like our sponsors. This business meeting is an opportunity for idea sharing and to build the Highland Capital culture.
Attendees
Attendance is expected to be over 150 attendees. Attendees include but are not limited to key sales leaders and principals from retail and brokerage offices, key relationship managers and company representatives from Highland Capital’s HighLighted Carriers, as well as selected financial and service providers. Historically, attendees have also included institutional clients and prospective acquisitions and sales leaders.
Conference Program
A general overview of the conference program has been provided for your reference. Please note the times and sessions listed are tentative. We hope this provides adequate information for our sponsors to plan their participation and availability. A final agenda will be distributed during the on-site registration.
Networking Opportunities
Meals, breaks, and evening events are the primary opportunities for networking. The meals and breaks are generally scheduled to be held in the sponsor display area, if space permits. We encourage sponsors to make themselves available during these times and to join the attendees in the sessions. Any closed sessions are noted on the agenda. Activity participation is also encouraged for the golf tournament and evening functions.
Dine Around
Traditionally Highland Capital has offered a dine-around option to participants and the current year’s HighLighted carriers to assist in facilitating networking opportunities. Coordinated by Highland Capital, participating carriers host a table of 8-12 attendees at an off-site restaurant. Highland Capital, or its representative, coordinates all aspects of the evening including but not limited to: dine around assignments, restaurant selection, communication with attendees and carrier representatives, and any required transportation. Transportations costs are typically not billed back to the carrier. (see sponsor requirement form)
Displays
Platinum and Gold Level sponsors are given the option of a full or tabletop display, if space is available. Additional information about display requirements is contained on page 5. Exhibiting at a Highland event is relatively different from most traditional “exhibits.” The atmosphere is much more relaxed and the focus is on building relationships and not selling. Sponsor attendees should not feel restricted to the “booth” area but are encouraged to stay “close by” during key times.
Evaluations
Sponsor attendees will be asked to complete an evaluation form to measure the value of the meeting and networking opportunities. Honest feedback is desired.
In Case of Emergency – Prior to Event
If you are unable to attend as the result of a last-minute emergency, please call Tina Atchenson at 205.263.9221 (cell 205.902.0420) or Frances Peterson at 205.263.9230 (cell 205.913.1671).
Accommodations
By completing the registration form contained on page 8 or the on-line form, a room will be reserved for sponsor representatives in the Highland Capital room block. Sponsors are invited to take advantage of our room rate discount which is available in our room block. If accommodation is not possible, due to a late registration, etc., the registrant will be notified as soon as possible.
Expenses
Sponsor representatives are responsible for all expenses related to hotel accommodations, travel, ground transportation, incidentals, meeting expenses due to last minute changes, and dine-around charges if participating in that event. Sponsor attendees will receive the group rate at the resort, if applicable, and attendees are welcome to take advantage of any travel discounts available for theHighland group.
Available Discounts
Highland Capital has contracted special travel rates with Delta Airlines for the 2004 Conference. For Delta’s group reservations, call 800.241.6760 and refer to meeting number 196305Ato obtain your discount.
Highland Capital has contracted with Avis for discounted rates. To obtain rental car discounts, please call 800.831.8000 or online at and refer to meeting number T843400. Brownell Travel (205.414.7147) can assist with any ground transportation needs.
DISPLAY INFORMATION
Items Provided
Highland Capital will provide a 6’ or 8’ skirted table. Any other needs should be noted on the SPONSOR REQUIREMENT FORM.
Shipping Instructions
Items should be shipped to arrive 3 days prior to your arrival. Shipping Labels should be addressed as follows:
Attn: Person From Your Company Who Will be Claiming the Package
The Westin Riverwalk
420 West Market Street
San Antonio, TX 78205
HIGHLAND CAPITAL CONFERENCE – SEPT 27 – 29, 2004
General receiving hours will be:
8:00 am – 4:00 pm Monday – Friday
10:00 am – 2:00 pmSaturdays
ClosedSunday
Shipping Charges
Because there is limited storage space in the hotel, boxes can be accepted no more than three (3) working days prior to the meeting. A storage fee of $100.00 per day, per box will be applied to any materials shipped earlier than three (3) working days prior to the event. Boxes left on the premises for longer than three (3) weeks after departure without shipping instructions will be discarded.
A service charge will apply for boxes/materials shipped from the hotel. Service charges will be applied as follows:
1-5 lbs$3.00 / box
6 – 10 lbs$5.00 / box
11 – 30 lbs$10.00 / box
31+ lbs$15.00 / box
250 +lbs$drayage company expense
Key Contacts
General Questions:Tina Atchenson, Highland Capital 205.263.9221
Frances Peterson, Highland Capital205.263.9230
Delivery Confirmation: Receiving Department, Westin210-444-6038
Additional Services Available Through Hotel
Outbound Shipping Process
A hotel shipping form, which will be provided on-site for outbound shipping, will need to be completed by your on-site representative. Someone from your firm should be responsible for following type of information:

address for return shipment
preferred carrier (hotel can ship DHL/Airborne, UPS, and FedEx)
payment method (i.e., credit card or carrier account number)
shipment method (i.e., overnight priority, 2-day, ground)
account numbers for shipping (i.e., UPS account number, FedEx account number)

Packaged shipments and completed shipping forms will need to be placed in the designated holding room. Security will pick up packages from that location.
CONFERENCE BOOKLET ADVERTISING INFORMATION
For platinum and gold level sponsors, you are invited to place an ad in our conference booklet. The information below is intended to answer any technical questions. The content of the advertisement is at the discretion of the sponsor. Please be advised that all ads will be reviewed by the Highland Capital compliance department as part of the meeting material package review.
Specifications
Size: 8.5” x 11.5”
Color:4-color process acceptable (no spot color)
Resolution:300 dpi images
Format: hi-res pdf, hi-res jpg, hi-res eps or Quark files acceptable
Transmittal: CD or available for download from FTP site
In-House Date:August 13, 2004
Additional Instructions: PDF file should accompany all files as a reference file.
Key Contacts:
Wilma TurnerHighland Capital Holding 6
Tina AtchensonHighland Capital Holding 1
Shipping Instructions:
Attn: Wilma Turner
Highland Capital Holding Corporation
3535 Grandview Parkway, Suite 600
Birmingham, AL 35209
205.263.9266

SPONSOR REQUIREMENT FORM

For Planning Use Only
Assigned Space:
Day: / Time:
Room:
Section I: General Information
Return By August 13, 2004 to Tina Atchenson 205.263.4410 (fax) email
Key Contact / Title:
Sponsor Name:
(as it should appear in promotions)
Address:
City: / State: / Zip Code:
Phone: / Fax: / E-Mail:
Emergency Name: / Tel:
Section II: PLANNING Information
For planning purposes, please indicate your participation plans:
Yes, reserve a display space / No, do not reserve display space
Yes, a full-page, ad will be provided / No, a full page ad will not be provided
Yes, include us in the dine-around (open to HighLighted Carriers only)
Section III: CONFERENCE ATTENDEES Information
Attendee 1: / Title:
Attendee 2: / Title:
Attendee 3: / Title:
Section IV: Sponsor Company Information
Please provide a short company description to be used on in promotional materials and sponsor recognition.
Section V: SPONsor Requirements
Display Requirements / Other
6’ skirted table
8’ skirted table
Electricity
TV Monitor

SPONSOR ATTENDEE REGISTRATION FORM

Return By August 13, 2004 to Tina Atchenson via 205.263.4410 (fax) or email

General Information
Name: / Nickname:
Spouse/Guest: / Nickname:
Firm/Company Name:
E-Mail Address: / Phone No.:
Mailing Address:
Hotel Accommodations
Arrival Date: / Departure Date:
Credit Card for Guarantee:
/ King Size Bed / / Smoking
/ Two Double Beds / / Non-Smoking
/ Sharing a Room
Please note roommates below or any additional requirements or needs for accommodations:
Travel Arrangements
Arrival Information / Departure Information
Date/Time / Date/Time
Airline / Airline
Flight Number / Flight Number
Airport / Airport
ACTIVITIES(Please indicate the activities you will participate in at the conference)
You / Guest
Golf Tournament
(Wed. September 29) / Club Rental
(You) / L / R
Dine Around
(Wed. September 29) / Club Rental
(Guest) / L / R
Mission Tour
(Tues., September 28)
Cooking Class
(Tues., September 28)
Art Tour
(Tues., September 28)
Emergency Medical Information
Person to contact: / Relationship:
Emergency Phone Numbers:
Health Insurance Company / Policy Number
Allergies (including food):